<p style="text-align: justify">Whether you’re considering migrating from one CRM to another or are new to the world of CRM in general, these videos will show you how you can greatly improve your sales results with Pipedrive.</p>
<p style="text-align: justify">Browse our videos below to get a good understanding of Pipedrive and continue learning in our <a href="https://learn.pipedrive.com/app" target="_blank" rel="noreferrer noopener">Pipedrive Academy</a>! </p>
<p>Learn more about our Pipedrive Academy in <a href="https://www.pipedrive.com/blog/introducing-pipedrive-academy" target="_blank" rel="noreferrer noopener">this blog post</a>.</p>
<hr>
<h2 style="text-align: justify"><strong>1. Customizing your pipeline</strong><a name="customizing-your-pipeline"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/uYHUe2vgLMfFgYJUKA1QcR.jpg" alt=""></figure>
<ul>
<li>The all-important pipeline view in Pipedrive</li>
<li>Customizing your pipeline with stages, rotting times, probability</li>
<li>Providing lost reasons for your deals that can no longer progress in your pipeline</li>
<li>Transferring deals from one pipeline to a different pipeline</li>
<li>Using your filters in the pipeline view</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>2. Custom fields and filters</strong><a name="custom-fields-and-filters"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TvK6MxhBiQsy48kFJ5Njnh.jpg" alt=""></figure>
<ul>
<li>Creating custom fields in your Pipedrive account</li>
<li>Sorting and filtering by your created custom fields</li>
<li>Exporting your filter results out of Pipedrive into .xls or .csv files</li>
</ul>
<hr>
<h2 style="text-align: justify">3. Invite users<a name="invite-users"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" alt=""></figure>
<ul>
<li>Inviting your work colleagues to use Pipedrive in your company account</li>
<li>Assigning deals and activities to your fellow Pipedrive users</li>
<li>Tracking statistics for Pipedrive users' progress</li>
</ul>
<h2 style="text-align: justify"><strong>4. Permissions</strong><a name="permissions"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/8Qt8XrZmroypyq1fAMTGNH.jpg" alt=""></figure>
<ul>
<li>Setting users into permission sets in Pipedrive</li>
<li>Restricting or enabling permissions for specific permission sets</li>
<li>The different permission set options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>5. Visibility groups</strong><a name="visibility-groups"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/7PvwobKtmAiG674eQMBQXY.jpg" alt=""></figure>
<ul>
<li>Assigning your Pipedrive users into visibility groups to set what can be seen</li>
<li>Adjusting the visibility settings for different groups, based on deals, people, organizations and products</li>
<li>The different visibility options within the different Pipedrive plans</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>6. Sales Inbox</strong><a name="sales-inbox"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/A7sNpGN83ZeNpj6u3W7WB8.jpg" alt=""></figure>
<ul>
<li>The email sync feature of Pipedrive</li>
<li>Searching and filtering within Pipedrive's email inbox</li>
<li>Setting visibility for each email brought into your Pipedrive account</li>
<li>Linking tracking, open tracking and email templates with dynamic Pipedrive fields</li>
<li>Using workflow automation to send templated emails at specific points in your sales process</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>7. Data import and migration</strong><a name="data-import-and-migration"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" alt=""></figure>
<ul>
<li>Import your spreadsheet of existing data into Pipedrive</li>
<li>Creating custom fields during the import process</li>
<li>Mapping your spreadsheet columns to match them to Pipedrive fields</li>
<li>Skip files and what they mean when importing</li>
<li>Importing from your previous CRM software using our partner, Import2</li>
</ul>
<hr>
<h2 style="text-align: justify">8. Contact sync<a name="contact-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/DTqkY5wN1CuoSn115JYp19.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major contact provider, like Google Contacts or Outlook</li>
<li>Adjust the sync to be one or two-way with your provider</li>
<li>Choose which groups in your provider are synced into Pipedrive</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>9. Calendar sync</strong><a name="calendar-sync"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/F9svW48iE9DoGFSDKDGy2f.jpg" alt=""></figure>
<ul>
<li>Sync your Pipedrive account with any major calendar provider, like Google Calendar and Outlook</li>
<li>Adjust the sync to be one- or two-way with your calendar provider</li>
<li>Choose which kinds of Pipedrive activities are synced back to your provider</li>
</ul>
<hr>
<h2 style="text-align: justify"><strong>10. Mobile app</strong><a name="mobile-app"></a></h2>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/Dg4nNUR9b2Bz4U3V7k2gyX.jpg" alt=""></figure>
<ul>
<li>The Pipedrive mobile app's <strong>“</strong><strong>Focus View”</strong> allows you to concentrate on immediate efforts</li>
<li>Accessing your Pipedrive email and activities on the go allows you to never fall behind</li>
</ul>

How-to videos: a pretty good overview of Pipedrive

customizing-your-pipeline

Customizing your pipeline

custom-fields-and-filters

Custom fields and filters

invite-users

Invite users

permissions

Permissions

visibility-groups

Visibility groups

sales-inbox

Sales Inbox

data-import-and-migration

Data import and migration

contact-sync

Contact sync

calendar-sync

Calendar sync

mobile-app

Mobile app

Pipedrive glossary

<p style="text-align: justify">Pipedrive offers numerous syncs to seamlessly connect your emails, contacts, calendars and Google Drive to your Pipedrive account.</p>
<p style="text-align: justify">This makes it easier for you to set up your account according to your daily workflow and removes the need to manually add data to Pipedrive. </p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/dbE4qFhNPfwJ2sMSkpLTMq.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Email sync<a name="email-sync"></a></h2><div class="support-note success primary"><strong>Note: </strong>The <strong>email sync</strong> feature is one of the many useful features of Pipedrive’s Advanced and higher plans. Learn how to switch plans <a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" rel="noreferrer noopener">here</a>.</div>
<p style="text-align: justify">The email sync<strong> </strong>feature allows you to sync your email to your Pipedrive inbox so that you can email your clients from within Pipedrive and view emails in your contact or deal detail views. The email sync will intuitively calculate which contacts and deals your emails should be linked to.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on email sync and how to set it up.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/email%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">The email sync feature is compatible with major providers, including:</p>
<ul>
<li>Gmail and Google Apps</li>
<li>Yahoo! Mail</li>
<li><a href="https://support.pipedrive.com/hc/en/articles/360001598698-How-can-I-connect-my-Email-Sync-with-Microsoft-Exchange-" target="_blank" rel="noreferrer noopener">Microsoft Exchange (ActiveSync)</a></li>
<li>Outlook.com (aka Hotmail)</li>
<li>iCloud (aka MobileMe or DotMac)</li>
</ul>
<p style="text-align: justify">Depending on your preferences, you can choose to sync all emails to Pipedrive or only certain labels. The email sync also has <a href="https://support.pipedrive.com/hc/en/articles/115004479825-Email-Templates" target="_blank" rel="noreferrer noopener">templates</a>, <a href="https://support.pipedrive.com/hc/en/articles/115005541949-Email-Tracking" target="_blank" rel="noreferrer noopener">email tracking</a> and <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" rel="noreferrer noopener">email signature</a> functionality.</p>
<div class="support-note primary">
<strong>Note: </strong>Unfortunately, there is no way to connect your <strong>POP3 server</strong> with the Pipedrive email sync. The email sync feature of Pipedrive only supports <strong>IMAP or Exchange</strong> credentials for establishing the sync.
</div>
<hr>
<h2 style="text-align: justify">Calendar sync<a name="calendar-sync"></a></h2>
<p style="text-align: justify">Planning your time is essential in your work and personal life. Pipedrive's calendar sync<strong> </strong>allows you to sync your own calendar to Pipedrive and track your tasks and activities from inside your Pipedrive account.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on the calendar sync and how to set it up.</p>
<div class="support-note primary">
<strong>Note: </strong>Each user’s calendar sync will only sync activities owned by that user in Pipedrive. 
</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/calendar%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">With the Pipedrive calendar sync, you have the option to set up either a one-way or two-way sync depending on your preferences.</p>
<p style="text-align: justify">If you are experiencing issues with our calendar sync, please read our <a href="https://support.pipedrive.com/hc/en/articles/360001625538-Troubleshooting-the-Calendar-Sync-feature-" target="_blank" rel="noreferrer noopener">troubleshooting guide.<br></a> </p>
<hr>
<h2 style="text-align: justify">
<a name="contact-sync"></a>Contact sync</h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Check out this <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">article</a> for more information on the contact sync and how to set it up.<br></div>
<p style="text-align: justify">Having all of your contact details up to date and easily accessible is essential in sales. </p>
<p style="text-align: justify">Pipedrive’s <strong>contact sync</strong> lets you add all of your contact people straight to Pipedrive from your provider automatically, cutting out any manual work. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/contact%20sync%20account.png" alt=""></figure>
<p style="text-align: justify">Pipedrive's contact sync is currently compatible with:</p>
<ul>
<li>Google</li>
<li>Outlook.com</li>
<li>Microsoft Office 365</li>
</ul>
<p style="text-align: justify">You have the option to set up either a one-way or two-way sync depending on your preferences.</p>
<p style="text-align: justify">If you are experiencing issues with your contact sync after filtering for your own contacts, you can read through our contact sync <a href="https://support.pipedrive.com/hc/en/articles/360001593897-Troubleshooting-the-Contact-Sync-feature-" target="_blank" rel="noreferrer noopener">troubleshooting guide</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="google-drive"></a>Google Drive</h2>
<p style="text-align: justify">Syncing with <strong>Google Drive</strong> is an excellent option for anyone who uses Google Drive for storing files.</p>
<p style="text-align: justify">The integration allows you to work efficiently, editing documents without downloading the file, as well as always having the files linked to your items up to date.</p>
<p style="text-align: justify">Read this <a href="https://support.pipedrive.com/hc/en/articles/207290995-Syncing-with-Google-Drive" target="_blank" rel="noreferrer noopener">article</a> for more information on the Google Drive integration and how to set it up. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/google%20drive%20account.png" alt=""></figure>
<p style="text-align: justify">If you’re experiencing issues please disconnect and reconnect the sync. If this does not help, please reach out to our <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" rel="noreferrer noopener">support team</a>.</p>
<div class="support-note primary">
<strong>Note:</strong> To sync with Google Drive, you should have your Google account already synced with your Pipedrive account. If not, follow the instructions <a href="https://support.pipedrive.com/hc/en/articles/206637979" target="_blank" rel="noreferrer noopener">here</a>.</div>

Syncing with your email, calendar, or contacts provider

email-sync

Email sync

google-drive

Google Drive

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Some features require a specific subscription to access. You can find a breakdown of our features by plan in <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">Organizing your leads, deals, contact people, projects, organizations, activities, products and emails is essential to your sales process. Pipedrive helps you organize all your items and link them together for better visibility.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/qsnmyoYU9MRe9gJG3KwZaw.jpg" alt=""></figure>
<p style="text-align: justify">To help you become familiar with Pipedrive, we offer <strong>sample data</strong> for you to try and test. Learn more about sample data in <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note primary">
If you’re just getting started with Pipedrive, you can check out our <strong>“</strong><strong>Get started with the basics”</strong> <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%209.39.47%20AM.png" alt=""></figure>
<p style="text-align: justify">At the beginning of your sales process, you may have potential deals in your account that you’re not ready to start working on.</p>
<p style="text-align: justify">Pipedrive's Leads Inbox is a separate inbox to keep your prequalified leads in before they become <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deals</a>. Once you decide which leads are ready, you can convert them to deals and add them directly to your pipeline. You can read more about our Leads Inbox in this <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank" rel="noreferrer noopener">article</a>.</p>
<ul>
<li>
You can use the <strong>“</strong><strong>Add lead”</strong> button to <a href="https://support.pipedrive.com/hc/en/articles/360002295337-How-can-I-add-Leads-to-my-Leads-inbox-" target="_blank" rel="noreferrer noopener">add leads</a> individually or by spreadsheet import, or use <a href="https://support.pipedrive.com/hc/en/articles/360001584177-LeadBooster" target="_blank" rel="noreferrer noopener">LeadBooster</a></li>
<li>When adding a lead through the <strong>add lead</strong> dialog, all fields are optional except either the <strong>organization name</strong> or the <strong>p</strong><strong>erson name</strong></li>
<li>When you’ve qualified a lead and are ready to pursue it as a deal in your pipeline, you can click <strong><a href="https://support.pipedrive.com/en/article/leads-inbox#converting-leads-to-deals" target="_blank" rel="noreferrer noopener">“</a></strong><strong><a href="https://support.pipedrive.com/en/article/leads-inbox#converting-leads-to-deals" target="_blank" rel="noreferrer noopener">Convert to deal”</a>. </strong>This will open a new dialog where you can define the pipeline, visibility and value of your new deal. </li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals<br><br>
</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%209.38.15%20AM.png" alt=""></figure>
<p style="text-align: justify"><br>Ongoing transactions you’re pursuing with people or organizations in Pipedrive are tracked as deals, which are processed through the stages of your <a href="https://support.pipedrive.com/hc/en/articles/360000106229" target="_blank" rel="noreferrer noopener">pipeline</a> until they’re either <strong>won</strong> or <strong>lost</strong>.</p>
<p style="text-align: justify">Deals contain all of the actions taken while closing a sale. Deals will also pull all the information from the person or organization they’re associated with, which you can find in the detail view of that deal. In this <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">article</a>, you can read more about deals in Pipedrive.</p>
<ul>
<li>Deals can be linked to a person, organization or <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">project</a>. They can also have products added to them</li>
<li>Deals track all events and movements that take place throughout your sales process</li>
<li>Since a deal is connected to a contact, any actions you perform on the deal will also be reflected in the person/organization linked to it</li>
<li>Deals can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">a CSV or XLS file</a></li>
<li>The progress of the deals in your account is tracked as <a href="https://support.pipedrive.com/hc/en/articles/207435039-Company-reports" target="_blank" rel="noreferrer noopener">progress</a> in your account</li></ul>
<hr>
<h2 style="text-align: justify">
<a name="people-contacts"></a>People (contacts)</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.29.13%20AM.png" alt=""></figure>
<p style="text-align: justify"><br><a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">People contacts</a> are the specific customers you’re selling to, and any information relating to each contact such as scheduled activities or emails will be tracked in the <a href="https://support.pipedrive.com/hc/en/articles/360000106249-Detail-View" target="_blank" rel="noreferrer noopener">detail view</a> of that person.</p>
<ul>
<li>People contacts can be linked to one organization</li>
<li>They can have multiple deals open for them at the same time</li>
<li>They can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">imported from a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="organizations-contacts"></a>Organizations (contacts)</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.38.18%20AM.png" alt=""></figure>
<p style="text-align: justify"><br><a href="https://support.pipedrive.com/hc/en/articles/207344305" target="_blank" rel="noreferrer noopener">Organizations</a> are the companies where contact people work. All people related to an organization will be listed in its detail view, along with any <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" rel="noreferrer noopener">notes</a> or <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">activities</a> linked to any people, leads, deals or projects related to the organization. </p>
<ul>
<li>Organizations contain information like a mailing address or industry information</li>
<li>You can link multiple people, deals or projects to your organizations</li>
<li>Organizations can be synced with your <a href="https://support.pipedrive.com/hc/en/articles/360000446718-Contact-Sync" target="_blank" rel="noreferrer noopener">contact provider</a>, <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a>, or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">imported from a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="activities"></a>Activities</h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.44.49%20AM.png" alt=""></figure>
<p style="text-align: justify">An activity represents any action taken toward closing a sale. It can be a phone call, a lunch meeting, or any other event you schedule with a contact. You can schedule activities in relation to a person, organization, project, lead or deal. You can read <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">this article</a> for more information on activities in Pipedrive.</p>
<ul>
<li>Your activities can be <a href="https://support.pipedrive.com/hc/en/articles/360000454397-Calendar-Sync" target="_blank" rel="noreferrer noopener">synced with several calendar providers</a></li>
<li>Activities can be linked to a person, organization, lead, deal or project</li>
<li>Associating an activity with a deal, lead or project will also associate the activity with the linked person and/or organization</li>
<li>Activities can be <a href="https://support.pipedrive.com/hc/en/articles/206515159" target="_blank" rel="noreferrer noopener">imported from a previous CRM</a> or <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">a CSV or XLS file</a></li>
</ul>
<hr>
<h2 style="text-align: justify">Projects<a name="projects"></a></h2>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-09%20at%2011.56.50%20AM.png" alt=""></figure>
<p style="text-align: justify">A <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">project</a> represents one or more deals under the umbrella of a larger goal. This can include both won and open deals, although projects are commonly created after a deal has been won. </p>
<ul><li>Projects can be linked to deals, people and organizations</li><li>You can create tasks, subtasks and activities for your projects. Activities created for projects will be reflected in any linked people, organizations or deals</li><li>Progress in a project is reflected in two ways: <ul><li>The progress bar, located in the detail view of a project, is based on completed tasks, subtasks and activities</li><li>The kanban board, which shows the progression of the project through your company’s workflow</li></ul></li></ul>
<h2 style="text-align: justify">

Products<a name="products"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>For more information about price variations, check out <a href="https://support.pipedrive.com/article/can-i-have-one-product-in-different-price-variations" target="_blank" rel="noreferrer noopener">this article. </a></div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/products%201.jpg" alt=""></figure>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/products" target="_blank" rel="noreferrer noopener">Products</a> are items you sell or trade, and are often linked to ongoing deals. Products have specific fields like <strong>product code</strong>, <strong>price</strong> and <strong>tax</strong>. </p>
<h2 style="text-align: justify">

<a name="mail"></a> Mail</h2>
<div class="support-note success primary"><strong>Note: </strong>Email sync is available for Advanced, Professional or Enterprise plans. For more information on email sync, check out <a href="https://support.pipedrive.com/article/email-sync" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%202023-03-09%20at%2012.28.01.png" alt=""></figure>
<p style="text-align: justify">The mail tab holds all emails you decide to keep a record of in Pipedrive. Emails can be brought into your account using either the <a href="https://support.pipedrive.com/hc/en/articles/360000030169-Email-Sync" target="_blank" rel="noreferrer noopener">email sync</a> tool or the <a href="https://support.pipedrive.com/hc/en/articles/360000015825-Smart-Email-BCC" target="_blank" rel="noreferrer noopener">Smart Bcc</a> based on your plan.</p>
<ul>
<li>Emails can be linked to people, deals, leads or projects</li><li>If the person you’ve emailed exists in Pipedrive, the email will be associated with them. If not, the email will create a new person and link that email thread to them</li>
<li>Replies from your contacts are forwarded to your Pipedrive mailbox, and Pipedrive will document them in the same email thread as the original email</li>
<li>Attachments in emails are available everywhere the email is linked and in the <strong>files tab</strong> of any detail page</li>
<li>If the recipient contact is linked to a deal, the email will also be reflected there</li>
</ul>
<div class="support-note primary">
<strong>Note:</strong> If multiple deals are open for a <strong>person</strong> who sent an email, Pipedrive will provide a list of all open deals for that <strong>person,</strong> and you can choose which deal to associate it with.</div>
<hr>
<h2>Data relationships<a name="data-relationships"></a></h2>
<p>Here’s a basic rundown of how the different data types relate.</p>
<table><tbody><tr><td><strong>Leads</strong></td><td><strong>Deals</strong></td><td>Leads represent potential deals that have not been fully vetted. Once a lead is vetted, it can be converted into a deal and added to your deals pipeline.</td></tr><tr><td><strong>Contacts</strong></td><td><strong>Leads/deals/activities/mail</strong></td><td>Contacts are those with whom you conduct deals, schedule activities, and send emails. They can be represented as individual people (e.g., Steve Johnson) or collective organizations (e.g., The Steve Factory).</td></tr><tr><td><strong>Activities</strong></td><td><strong>Leads/deals/contacts</strong></td><td><p>Activities can be linked to a lead, deal, or contact, but it’s not required as they can also be created without being linked to other data. </p></td></tr><tr><td><strong>Mail</strong></td><td><strong>Leads/deals/contacts</strong></td><td><p>Emails can be sent from or linked to leads, deals, or contacts if email sync is enabled. An email sent to an address already linked to a contact will automatically be saved there if the email address is only linked to one contact. If you don’t have email sync, you can still link emails to your leads, deals, and contacts using the <a href="https://support.pipedrive.com/article/smart-email-bcc" target="_blank" rel="noreferrer noopener">Smart BCC</a> link.</p></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Learn more about Pipedrive terms and relationships in our <a href="https://support.pipedrive.com/article/pipedrive-glossary" target="_blank" rel="noreferrer noopener">glossary</a>. </div>

How is Pipedrive data organized?

leads

Leads

deals

Deals

people-contacts

People (contacts)

organizations-contacts

Organizations (contacts)

activities

Activities

projects

Projects

products

Products

mail

Mail

data-relationships

Data relationships

Learn how to navigate in Pipedrive and use shortcuts to save time.

<p style="text-align: justify">The interface is the place where you can interact with the Pipedrive software and keep track of your sales and data. As a busy salesperson, you may need to quickly move around in the Pipedrive app to find the information that is most relevant to you.</p>
<p style="text-align: justify">To aid you in your quick maneuvering, Pipedrive has different ways of navigating and making your experience more personalized.<br></p>
<hr>
<h2 style="text-align: justify">Navigating Pipedrive<a name="navigating-pipedrive"></a></h2>
<p style="text-align: justify">Pressing the number keys associated with each tab in the primary navigation will bring you right to that specific portion of Pipedrive.</p>
<p style="text-align: justify">Hover over the tab in the primary navigation sidebar to see what number you should press to be taken straight to that page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-18%20at%2013-00-49.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify"><strong>Keyboard shortcuts</strong><a name="keyboard-shortcuts"></a></h2>
<p>You can use shortcuts to perform quick actions in Pipedrive.</p>
<p><strong>General shortcuts</strong><br></p>
<table><tbody><tr><td><center><strong>Action</strong></center></td><td><center><strong>Shortcut</strong></center></td></tr><tr><td>Go to primary navigation item</td><td><div><center><code>1</code> to <code>8</code></center></div></td></tr><tr><td>Go to last primary menu item (<strong>“More”</strong> overflow menu)</td><td><center><code>9</code></center></td></tr><tr><td>Search Pipedrive</td><td><center><code>/</code><center></center></center></td></tr><tr><td>Toggle secondary navigation</td><td><div style="text-align: center"><code>[</code> or <code>]</code></div></td></tr><tr><td>Open quick add menu</td><td><center><code>.</code> or <code>+</code></center></td></tr></tbody></table>
<p><strong>Add items shortcuts</strong></p>
<p style="text-align: justify">To add a new item, you can click on the <strong>”</strong><strong>+” </strong>sign<strong> </strong>at the top of the page, or else click your full stop button on your keyboard <strong>(.) </strong>or plus sign<strong> (+)</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-27%20at%2010.01.04.png" alt=""></figure>
<p style="text-align: justify">Every item in Pipedrive has its own shortcut. Pressing the keys associated in the <strong>Quick menu</strong> section will immediately open the <strong>”</strong><strong>Add new ____</strong><strong>”</strong> dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.</p>
<table><tbody><tr><td><center><strong>Item</strong></center></td><td><center><strong>Shortcut</strong></center></td></tr><tr><td><div style="text-align: center">Lead</div></td><td><center><code>L</code><center></center></center></td></tr><tr><td><div style="text-align: center">Deal</div></td><td><center><code>D</code></center></td></tr><tr><td><div style="text-align: center">Activity</div></td><td><center><code>A</code></center></td></tr><tr><td><div style="text-align: center">Person</div></td><td><center><code>P</code></center></td></tr><tr><td><div style="text-align: center">Organization</div></td><td><center><code>O</code></center></td></tr><tr><td><div style="text-align: center">Note</div></td><td><center><code>N</code></center></td></tr><tr><td><div style="text-align: center">Product</div></td><td><center><code>R</code></center></td></tr><tr><td><div style="text-align: center">Project</div></td><td><center><code>E</code></center></td></tr></tbody></table>
<hr>
<h2>Customizing Pipedrive<br><a name="customizing-pipedrive"></a></h2>
<p style="text-align: justify">To customize your Pipedrive interface, go to <strong>Personal preferences &gt; <a href="https://app.pipedrive.com/settings/interface-preferences" target="_blank" rel="noreferrer noopener">Interface preferences</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Personal%20preferences%20pipedrive.png" alt=""></figure>
<p>Here you’ll be able to:<br></p>
<ul><li>Change the appearance and select between light or dark mode for your Pipedrive interface</li><li>Enable and disable the keyboard shortcuts</li><li>Set a default landing page</li><li>Choose up to ten icons to appear on the left navigation bar</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-11%20at%2016.36.38.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Customization settings are <strong>user-specific</strong> and not shared across the company.<br></div>

Pipedrive interface

navigating-pipedrive

Navigating Pipedrive

keyboard-shortcuts

Keyboard shortcuts

customizing-pipedrive

Customizing Pipedrive

<p style="text-align: justify">The search bar in Pipedrive allows you to quickly find and access any <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" title="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" title="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox-" target="_blank">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" title="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank">contacts</a>, <a href="https://support.pipedrive.com/en/article/activities" title="https://support.pipedrive.com/en/article/activities">activities</a>, <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">projects</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" title="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank">products</a> and <a href="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" title="https://support.pipedrive.com/hc/en/articles/360000834405-How-can-I-upload-a-file-to-a-deal-or-a-contact-" target="_blank">attachments</a> in your Pipedrive account.</p>
<hr>
<h2 style="text-align: justify">
<a name="searching-directly-by-item"></a>Searching directly by item</h2>
<p style="text-align: justify">Type an entry into the search bar to see a dropdown of all items relevant to your search entry. You can filter by item type to narrow your search results. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-04-20%20at%2008-00-21.gif" alt=""></figure>
<p style="text-align: justify">You can search for your Pipedrive data by the following data fields:</p>
<ul>
<li><strong>Deals</strong><br>Titles, notes, custom fields </li>
<li><strong>Leads</strong><br> Title, email address, phone number, person name, organization name</li>
<li><strong>Projects</strong><br> Title, linked items (org, deal, person title,) notes, custom fields, description (limit 2k characters)
</li>
<li><strong>People</strong><br>Name, phone number, email address, notes and custom fields </li>
<li>
<strong>Organizations</strong><br> Name, address, notes and custom fields </li><li><strong>Activities </strong><br>Name, notes, description</li>
<li>
<strong>Products</strong><br> Name, code and custom fields</li>
<li>
<strong>Files and attachments <br></strong>Name</li></ul>

<div class="support-note success primary"><strong>Note: </strong>Regular users can only search for their own activities, while admin users can search for all users’ activities.</div>
<hr>
<h2 style="text-align: justify">
<a name="searching-by-linked-items"></a>Searching by linked items </h2>
<p style="text-align: justify">The search will also bring up any items linked to what you searched for. </p>
<p style="text-align: justify">For example, if your search matches a deal, you'll also see any people and organizations linked to it. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/search%201%20%28resize%29.png" alt=""></figure>
<p style="text-align: justify">If your search matches a person, you’ll see any deals linked to that item. </p>
<div class="support-note success primary"><strong>Note</strong>: Users without a projects seat enabled can't search by projects or see the Projects category in the search options.<br></div>
<hr>
<h2 style="text-align: justify"> <a name="searching-by-custom-fields"></a>Searching by custom fields </h2>
<p style="text-align: justify">You can search by values under <strong>text</strong>, <strong>large text</strong>, <strong>numerical</strong>, <strong>monetary</strong>, <strong>autocomplete</strong>, <strong>phone</strong> and <strong>address</strong> type <a href="https://support.pipedrive.com/hc/en/articles/207228075-Custom-Fields" target="_blank" rel="noreferrer noopener">custom fields</a>. </p>
<p style="text-align: justify">When searching for the custom field value, the relevant item will appear in the search results. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%208.15.54%20AM.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Searching by notes<a name="searching-by-notes"></a></h2>
<p style="text-align: justify">Keywords from your <strong>notes</strong> can be searched for if you've written them under deals, contacts, leads or activities. </p>
<p style="text-align: justify">When searching for notes, the relevant item will appear in the search results.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%208.18.47%20AM.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Finding more information<a name="finding-more-information"></a></h2>
<p style="text-align: justify">Most search results have secondary links under them. </p>
<p style="text-align: justify">Hovering your mouse over a result shows another window with more information. Clicking an item (deal, person, or organization) takes you to the <strong>detail view</strong> of that specific item.</p>
<p style="text-align: justify">For example: If there is a deal that is connected to a person and organization, you can see more information about the linked contacts by hovering your mouse over them. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-04-20%20at%2008-47-50%20%281%29.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Recent items in search<a name="recent-items-in-search"></a></h2>
<p style="text-align: justify">Before you type in the search box, you can see your recently searched keywords and viewed items.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-20%20at%202.48.29%20PM.png" alt=""></figure>
<ul><li> <strong>Recent keywords </strong>are the keywords that you typed in the search bar. </li><li><strong>Recently viewed</strong> items are items that you’ve just created, viewed or edited.</li></ul>

Search: finding what you need

searching-directly-by-item

Searching directly by item

searching-by-linked-items

Searching by linked items

searching-by-custom-fields

Searching by custom fields

searching-by-notes

Searching by notes

finding-more-information

Finding more information

recent-items-in-search

Recent items in search

<div class="support-note primary">
<strong>Note:</strong> This action is only available to users with the correct permissions enabled.</div>
<p style="text-align: justify">Maintaining an effective Pipedrive database can sometimes mean cleaning out data. However, we recognize that not every user should have the ability to delete potentially valuable information from your account.</p>
<p style="text-align: justify">To allow you to keep your data secure, the ability to delete in Pipedrive is an option that can be enabled for certain user groups in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a>.</p>
<p style="text-align: justify">As a user with account settings, if you would like to adjust permissions regarding the deletion of deals or activities for certain users in your Pipedrive account, you can do so by going to <strong>Settings &gt; Manage users &gt; <a href="https://app.pipedrive.com/settings/permissions/" target="_blank" rel="noreferrer noopener">Permission sets</a></strong> and adjusting those options to your preference. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202022-09-27%20at%2014%3A55%3A47.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> If you do not see an option to be able to delete a person or organization, you don't have admin settings. If you do not see the option to delete a deal or activity, then your admin user has not enabled this permission.<br></div>
<hr>
<h2 style="text-align: justify">

Deleting items in Pipedrive<a name="deleting-items-in-pipedrive"></a></h2>
<p style="text-align: justify">Depending on the situation, you may need to delete items in Pipedrive in many different ways. We've built several different means to delete items in Pipedrive and to help address any situation. </p>
<p style="text-align: justify">To delete from the <strong>detail view</strong> of an item in Pipedrive:</p>
<ul>
<li>Click on the name of the deal, person, or organization to go to that item's <strong>detail view</strong>.</li>
<li>Click on the<strong> </strong>"<strong>...</strong>" found to the upper right of the Pipedrive app.</li>
<li>Select the "<strong>Delete"</strong> option found there.</li>
<li>In the prompt that appears, confirm that you wish to delete this item.</li>
</ul>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2015.01.17.png" alt=""></figure>
<p style="text-align: justify">To delete a deal from the <strong>pipeline view</strong> of your deals tab:</p>
<ul>
<li>Go to your deals tab and click on the <strong>pipeline view</strong>.</li>
<li>Click on the deal you wish to delete and drag it to the bottom of your screen in the Pipedrive app.</li>
<li>When hovering over the <strong>DELETE</strong> button, release your mouse click.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/delete%20deals%20in%20pipeline.gif" alt=""></figure>
<p style="text-align: justify">To delete a selection of items from the <strong>list view</strong>:</p>
<ul>
<li>Go to the Pipedrive tab of the item(s) you wish to delete – such as deals, activities, people, or organizations.</li>
<li>Using the checkboxes on the left side of the Pipedrive app, select the items you wish to delete.</li>
<li>Click on the <strong>trash can</strong> icon that appears above the list view.</li>
<li>In the prompt that appears, confirm that you wish to delete those items.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-09-27%20at%2015.04.11.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Deleting an item in Pipedrive will delete other items linked to it (e.g., if a deal is deleted, activities linked to that deal will be deleted). Admins can restore deleted items within 30 days after deletion, the linked items will be restored as well. After 30 days the items are permanently deleted and cannot be accessed or restored.</div>

How can I delete items in Pipedrive?

deleting-items-in-pipedrive

Deleting items in Pipedrive

<p>When a Pipedrive account is created, both a user account and a company account are created.</p>
<p>The user account is a specific user – e.g., Dwight Schrute – who accesses Pipedrive using their login credentials.</p>
<p>The company account – e.g., Dunder Mifflin Paper Company Inc. – is the database of information that the users access within Pipedrive, and can contain many different users.</p>

Pipedrive user vs. company account

<p style="text-align: justify">When a Pipedrive account is created, both a user account and a company account are created.</p>
<p style="text-align: justify">That company account is <strong>your</strong> company, and you can invite your work colleagues to join you as <a href="https://support.pipedrive.com/article/users" target="_blank" rel="noreferrer noopener">users</a> to access the same database.<br><br>However, you do not have to create a brand new company account in order to use Pipedrive. If you know someone who already has an account, they can invite you to join their company. </p>
<p style="text-align: justify">If you are invited, the access you have to data and account privileges will be decided by the company owner or other users with <strong><a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">User Management</a> </strong>access. </p>
<div class="support-note success primary"><strong>Note</strong>: If you do not have access to <strong>User Management</strong>, or do not know what user type you are, please contact your account admin. </div>

Organization vs. company account

<p style="text-align: justify">In Pipedrive, your subscription is calculated by the number of <strong>seats</strong> you have in your account. An active (or invited) <strong>user</strong> will always take up one seat once they have been added to Pipedrive, but it is possible to have empty seats if users have been deactivated or not added yet. </p>
<p style="text-align: justify">We separate users and seats in Pipedrive to make it easier to deactivate and replace users without creating any immediate changes in your subscription. </p>
<ul>
<li>
<strong>Seat –</strong> The number of possible active users in your account. You will be billed by the number of seats you have. Extra seats can be removed by going to your <strong><a href="/settings/subscription">Billing tab</a></strong>. </li>
<li>
<strong>User –</strong> The users you have added to your Pipedrive account. You can have fewer active users than seats, but you will still be charged by the number of seats in your account. You can manage your users by going to <strong>Company &gt; <a href="/settings/users">Manage users</a></strong>. </li>
</ul>
<p style="text-align: justify">We recommend filling in any free seats with users or removing unused seats you are not planning to fill so you don't end up paying for more than you use. </p><div class="support-note success primary"><strong>Note:</strong> All the seats added to your account will be on the plan that is already being billed.</div>
<p style="text-align: justify"><strong>What happens to my billing when I deactivate a user?</strong></p>
<p style="text-align: justify">When you <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" rel="noreferrer noopener">deactivate</a> a user in your company account, you will be given the option to keep or remove the seat.</p>
<p style="text-align: justify">If you keep the seat, you can easily replace the deactivated user with a new user without any updates to your billing. If you choose to remove the seat, the changes will take effect in your subscription at the beginning of the next billing cycle. </p>
<p style="text-align: justify">Learn more about what happens to a user when it is deactivated in <a href="https://support.pipedrive.com/article/what-happens-when-a-user-gets-deactivated" target="_blank" rel="noreferrer noopener">this article</a>. </p>

What is the difference between a user and a seat?

Learn the tools and best practices for Pipedrive with Pipedrive Learn.

<p style="text-align: justify">Pipedrive offers a variety of courses, tutorials and webinars in addition to the Knowledge Base that you can use to learn more about all that we offer.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%201.2.jpg" alt=""></figure>
<p style="text-align: justify">And you can find all of these at <a href="https://learn.pipedrive.com/app" target="_blank" rel="noreferrer noopener">Pipedrive Learn</a>.</p>
<hr>
<h2 style="text-align: justify">Academy courses<a name="academy-courses"></a></h2>
<p style="text-align: justify">Our <a href="https://learn.pipedrive.com/app/catalog" target="_blank" rel="noreferrer noopener">Academy</a> has a wealth of learning content, including: </p>
<ul><li>Lessons about the tools and features in Pipedrive</li><li>Courses on <a href="https://learn.pipedrive.com/app/courses/38b03db0-f231-4728-81b7-e9379ec17427" target="_blank" rel="noreferrer noopener">managing your sales pipeline</a> and <a href="https://learn.pipedrive.com/app/courses/d4d76862-5df4-4d2e-ad76-5c8b2d247f76" target="_blank" rel="noreferrer noopener">running a sales team</a></li><li>An in-depth guide to <a href="https://learn.pipedrive.com/app/courses/edaa24fe-326a-4fc4-8a02-47092c34a864" target="_blank" rel="noreferrer noopener">email marketing </a></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%202.jpg" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If you’re just beginning your Pipedrive journey, or want a refresher on the core tools, you can check out our <strong>Getting Started</strong> course in both <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">English</a> and <a href="https://learn.pipedrive.com/app/courses/2ce8774a-36bc-40c1-ae6c-d87e59669d2c" target="_blank" rel="noreferrer noopener">Spanish</a>.</div>
<hr>
<h2 style="text-align: justify">Video Tutorials<a name="video-tutorials"></a></h2>
<p style="text-align: justify">If you’re looking for shorter videos about specific features, we have a library of <a href="https://learn.pipedrive.com/app/video-tutorials" target="_blank" rel="noreferrer noopener">tutorials</a> about lead generation, automations, integrated apps and everything in between. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%203.jpg" alt=""></figure>
<p style="text-align: justify">We even offer videos in multiple languages:<br></p>
<ul><li>English</li><li>Spanish</li><li>German</li><li>French</li><li>Portuguese </li></ul>
<div class="support-note success primary"><strong>Note: </strong>Not all videos are available in every language.</div>
<hr>
<h2 style="text-align: justify">Webinars<a name="webinars"></a></h2>
<p style="text-align: justify">We also have a variety of live and on-demand <a href="https://www.pipedrive.com/en/webinars" target="_blank" rel="noreferrer noopener">webinars</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/PD%20Learn%204.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Live Webinars</strong></p>
<p style="text-align: justify">These webinars take place at scheduled times and are broadcast live, so you can learn from instructors in real time about everything from features to best practices for using Pipedrive.</p>
<p style="text-align: justify"><strong>On-demand webinars</strong></p>
<p style="text-align: justify">These are pre-recorded webinars that you can view at any time, and they cover a similar range of topics as the live webinars. </p>
<p>Learn more about <a href="https://www.pipedrive.com/en/features/sales-team-management">sales team management</a></p>

What is Pipedrive Learn?

academy-courses

Academy courses

video-tutorials

Video Tutorials

webinars

Webinars

Learn how to use Pipedrive with sample data and pre-configured setup.

<p style="text-align: justify">Pipedrive is renowned for its high level of customization. To ensure Pipedrive serves as a CRM solution tailored to your team’s specific needs, we provide <strong>sample data</strong> and a customized pipeline setup.</p>
<p style="text-align: justify">Sample data is a pre-configured set of sample records and information used to demonstrate a system’s features and functionality. It allows users to explore and test the system in a realistic but risk-free environment.</p>
<p style="text-align: justify">These features enhance your Pipedrive experience by streamlining processes, saving time and reducing effort, ultimately leading to a higher deal closure rate.</p>
<hr>
<h2 style="text-align: justify">Tailored setup<a name="tailored-setup"></a></h2>
<p style="text-align: justify">Understanding that not all customers possess extensive CRM knowledge, we aim to simplify the onboarding process.</p>
<p style="text-align: justify">Upon signing up, you’ll receive a brief questionnaire regarding your company size and industry to better understand your business needs.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/aae6b07ea028bee82be447dd012eabc9.png" alt=""></figure>
<p style="text-align: justify">Once you provide this information, we’ll configure Pipedrive to meet your specific requirements.</p>
<p style="text-align: justify">Additionally, we’ll include <strong>sample data</strong> for you to test and experiment with, allowing you to see how to use Pipedrive effectively. You can identify the sample data by the keyword <code>[Sample]</code> at the beginning of each deal, contact person, organization and activity.</p>
<p style="text-align: justify"> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2013.32.41.png" alt=""></figure>
<p style="text-align: justify">By clicking on the <strong>“Quick help”</strong> icon <strong>[?] </strong>at the top right, you can see the status of the sample data and other tips for helping you get started with Pipedrive.</p>
<p style="text-align: justify">Learn how Pipedrive data is organized in <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">Remove sample data<a name="remove-sample-data"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to <a href="https://support.pipedrive.com/article/global-user-management#global-permissions" target="_blank" rel="noreferrer noopener">global admins</a>.<br></div>
<p style="text-align: justify">After configuring your sales machine and becoming proficient with Pipedrive, you can remove the sample data.</p>
<p style="text-align: justify">There are three ways to do it:</p>
<ul><li>From the <strong>“Quick help”</strong> tab by clicking the <strong>[?] </strong>icon<strong> </strong>at the top right</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2014.57.35.png" alt=""></figure>
<ul><li>From the import page</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.00.49.png" alt=""></figure>
<ul><li>From the Insights section</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-07-25%20at%2015.03.47.png" alt=""></figure>
<p style="text-align: justify">After removing your sample data, you can create your own records directly on Pipedrive or <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import data from a spreadsheet</a>.</p>

What is sample data?

tailored-setup

Tailored setup

remove-sample-data

Remove sample data

Getting started

<p style="text-align: justify">With <strong><a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a></strong>, it’s important to choose the correct <strong>field type</strong> from the start. Since each format stores data differently and changing types might disrupt your existing <strong><a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filters</a></strong>, <strong><a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">reports</a></strong>, <strong><a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automations</a></strong> or <strong><a href="https://www.pipedrive.com/en/marketplace" target="_blank" rel="noreferrer noopener">integrations</a></strong>, you can’t directly change the field type in Pipedrive.</p>
<p style="text-align: justify">If you still want to change the type, the best method is to recreate the custom field in the new type and use the <a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" rel="noreferrer noopener"><strong>Pipedrive System ID</strong></a><a href="https://support.pipedrive.com/hc/en/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-" target="_blank" rel="noreferrer noopener"> feature</a> to transfer the existing data to the new field. To achieve this, you’ll want to follow these steps:</p>
<ul>
<li>Create a new custom field with the correct type</li>
<li>Export the old custom field information along with the Pipedrive System ID, make the necessary edits in the spreadsheet and import it back into Pipedrive</li>
<li>Delete the old custom field once all the correct information has been moved to the new custom field</li>
</ul>
<hr>
<h2 style="text-align: justify">Getting started<a name="getting-started"></a></h2>
<p style="text-align: justify">Before exporting, make sure the new custom field with the correct type has been created in your account so the old custom field information has somewhere to go.</p>
<p style="text-align: justify">To create a custom field, open the <strong>account menu</strong> at the top right corner, navigate to <strong>Personal Preferences &gt; </strong><a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener"><strong>Data Fields</strong></a>, make sure you have the right entity selected and click on <strong>“+ Custom field”</strong>.</p>
<p style="text-align: justify">Once created, you’ll see both the new and old custom fields on that page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%20on%202025-06-20%20at%2011-56-16.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> We recommend editing the name of the existing custom field to include the word “old” to avoid any confusion during the updating process.</div>
<hr>
<h2 style="text-align: justify">Exporting your data<a name="exporting-your-data"></a></h2>
<p style="text-align: justify">To begin your export, open the <strong>lead</strong>, <strong>deal</strong>, <strong>person</strong>, <strong>organization</strong> or <strong>product list view</strong> where the custom field you want to update is located. </p>
<p style="text-align: justify">You can <strong>filter</strong> the view using the old custom field to help you find the necessary information (for example, by using the [field] is not empty filter operator).</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Filtering.gif" alt=""></figure>
<p style="text-align: justify">Click on the <strong>gear icon</strong> and make sure the following fields are displayed:</p>
<ul><li>Main item ID (deal, person or organization)</li><li>Old custom field</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Newstartegy.png" alt=""></figure>
<p style="text-align: justify">Once you have these two fields applied in your list view, you can <a href="https://support.pipedrive.com/hc/en/articles/115000797525-How-can-I-export-data-from-Pipedrive-" target="_blank" rel="noreferrer noopener">export the list</a> to a spreadsheet by clicking on <strong>“...”</strong> and selecting <strong>“Export filter results”</strong>.</p>
<div class="support-note success primary"><strong>Note:</strong> To speed up the re-import process, rename the column in your spreadsheet to match the name of your new custom field. This way, Pipedrive will automatically map the column to the corresponding field you created in the system.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/newgif.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Importing your updated data<a name="importing-your-updated-data"></a></h2>
<p style="text-align: justify">You can import the updated spreadsheet back into Pipedrive by opening the <strong>account menu</strong> and going to <strong>Tools and apps &gt; Import data &gt; Import from spreadsheet</strong>. <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">This article</a> explains importing in more detail.</p>
<p style="text-align: justify">When you get to the mapping step of your import, make sure all of the columns in your spreadsheet are mapped to the correct field in your Pipedrive account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Newmapping.png" alt=""></figure>
<p style="text-align: justify">Click on the <strong>“Next”</strong> button to proceed with your import, confirm once again that everything is in order and click on the <strong>“Start import”</strong> button to complete the process.</p>
<hr>
<h2 style="text-align: justify">Deleting old custom field<a name="deleting-old-custom-field"></a></h2>
<p style="text-align: justify">To check the results of your import, return to the <strong>list view</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Listview.png" alt=""></figure>
<p style="text-align: justify">After you have checked that all data is correct, delete the old custom field in the <a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener"><strong>data fields</strong></a> page by clicking on <strong>“...”</strong> next to the field name.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Deletefield.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Deleting your custom field will delete the field and its existing data from your Pipedrive account.</div>

Changing the field type of a custom field

getting-started

exporting-your-data

Exporting your data

importing-your-updated-data

Importing your updated data

deleting-old-custom-field

Deleting old custom field

<div class="support-note primary">
<strong>Note:</strong> This action is only available to <strong>global admin</strong> users.
</div>
<p style="text-align: justify">When moving to Pipedrive from another <a href="https://www.pipedrive.com/en/products/what-is-crm" target="_blank" rel="noreferrer noopener">CRM</a> solution, you’ll want to seamlessly transfer your existing data. Pipedrive has a third-party partner, <a href="https://www.import2.com/" target="_blank" rel="noreferrer noopener">Import2</a>, that can do the heavy lifting for you.</p>
<p style="text-align: justify">The time it takes to migrate depends on the volume of data being migrated. We suggest allowing 24 hours and <a href="mailto:help@import2.com">contacting Import2</a> if you encounter any issues.</p>
<div class="support-note primary">
 <strong>Note:</strong> If you want to import data into Pipedrive from a spreadsheet rather than another CRM, you can learn how to do so in <a href="https://support.pipedrive.com/hc/en/articles/208039595" target="_blank" rel="noreferrer noopener">this article</a>.
</div>
<figure>
 <img class="vidyard-player-embed" src="https://play.vidyard.com/jMXhSwtqRWssre2diJh6BX.jpg" alt="">
</figure>
<div class="support-note primary">
 <strong>Note:</strong> If you’re just getting started with Pipedrive, you can check out our <strong>“Get started with the basics”</strong> <a href="https://www.pipedrive.com/en/academy/courses/migrating-your-data-from-spreadsheets-and-other-crms?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>.
</div>
<hr>
<h2 style="text-align: justify">Using the Import2 migration tool<a name="using-the-import2-migration-tool"></a></h2>
<p style="text-align: justify">Before you start your migration with Import2, make sure <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" rel="noreferrer noopener">users</a> are already set up in your Pipedrive account. If the migration is initiated before users are invited and pipelines are created, your data will be owned by the user who initiated the migration.</p>
<p style="text-align: justify">To get started, open the <strong>account menu</strong> on the top right corner of Pipedrive and go to <strong>Tools and Apps &gt; <a href="https://app.pipedrive.com/settings/import" target="_blank" rel="noreferrer noopener">Import data</a> &gt; Import from other software</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/Import2.1.png" alt="">
</figure>
<p style="text-align: justify"><strong>From there, you can follow these steps:</strong></p>
<ul>
 <li>Find the name of your previous software and click the <strong>“Import”</strong> button</li>
 <li>From the Import2 page, provide the login credentials for your previous software and click <strong>“Test connection”</strong> to verify them for Import2</li>
 <li>Confirm the settings of the migration, including if you wish to have Import2 automatically create your pipelines and stages, as well as create and map your custom fields</li>
 <li>Click <strong>“Start Import”</strong>, which will initiate the full import of your data from your old CRM into your new Pipedrive account</li>
</ul>
<p style="text-align: justify">An Import2 status page will display the details and progress of your import. Once your migration is completed, Import2 will send you an email notification to review.</p>
<p style="text-align: justify">If you need to change the settings for your import, including adjusting field mappings, you can click on the <strong>“Settings”</strong> tab of your migration page.</p>
<p style="text-align: justify">From here you can adjust the selection if you wish Import2 to automatically create the pipelines and stages, as well as the custom fields in your database. You can also click <strong>“Customize Mappings”</strong> to add or change the fields mapped for your migration.</p>
<p style="text-align: justify">You’ll also find the option to add filters or even disable certain record types from importing.</p>
<p style="text-align: justify">You can make changes in your <strong>settings</strong> tab and can undo and redo the migration as needed at no extra cost.</p>
<p style="text-align: justify">You can learn more about <a href="https://help.import2.com/en/collections/6164226-how-data-migration-with-import2-works" title="https://help.import2.com/en/collections/6164226-how-data-migration-with-import2-works" target="_blank" rel="noreferrer noopener">how the data migration works</a> and <a href="https://help.import2.com/en/articles/8512331-what-objects-are-supported-for-pipedrive-migrations" title="https://help.import2.com/en/articles/8512331-what-objects-are-supported-for-pipedrive-migrations" target="_blank" rel="noreferrer noopener">what objects are supported in the migration</a>.</p>
<hr>
<h2 style="text-align: justify">Supported CRMs<a name="supported-cr-ms"></a></h2>
<p style="text-align: justify">You can currently migrate from any of the following software using Import2.</p>
<ul>
 <li>Act!</li>
 <li>ActiveCampaign – Learn about more <a href="https://www.pipedrive.com/en/crm-comparison/activecampaign-alternatives" target="_blank" rel="noreferrer noopener">ActiveCampaign alternatives</a></li>
 <li>Affinity</li>
 <li>AgileCRM</li>
 <li>Attio</li>
 <li>Capsule CRM</li>
 <li>Close – Learn about more <a href="https://www.pipedrive.com/en/crm-comparison/close-alternative" target="_blank" rel="noreferrer noopener">Close CRM alternatives</a></li>
 <li>ConstantContact</li>
 <li>ConvertKit</li>
 <li>Copper</li>
 <li>Firmao</li>
 <li>Fow CRM</li>
 <li>Freshsales</li>
 <li>GoHighLevel</li>
 <li>Highrise</li>
 <li>HubSpot – Compare <a href="https://www.pipedrive.com/en/crm-comparison/pipedrive-vs-hubspot" target="_blank" rel="noreferrer noopener">Pipedrive vs. HubSpot</a></li>
 <li>Insightly</li>
 <li>Keap</li>
 <li>Klaviyo</li>
 <li>Less Annoying CRM</li>
 <li>Mailchimp</li>
 <li>MS Dynamics CRM</li>
 <li>Nimble</li>
 <li>Nutshell</li>
 <li>Onepage</li>
 <li>Parma</li>
 <li>Pipedrive (to import data from one Pipedrive company account into another company account)</li>
 <li>PipelineDeals</li>
 <li>Redtail CRM</li>
 <li>Salesforce – Compare <a href="https://www.pipedrive.com/en/crm-comparison/pipedrive-vs-salesforce" target="_blank" rel="noreferrer noopener">Pipedrive vs. Salesforce</a></li>
 <li>Streak</li>
 <li>Sugar CRM</li>
 <li>Suite CRM</li>
 <li>Wealthbox</li>
 <li>Zendesk Sell – Learn more about <a href="https://www.pipedrive.com/en/crm-comparison/zendesk-alternative" target="_blank" rel="noreferrer noopener">Zendesk alternatives</a></li>
 <li>Zoho CRM – Compare <a href="https://www.pipedrive.com/en/crm-comparison/pipedrive-vs-zoho" target="_blank" rel="noreferrer noopener">Pipedrive vs. Zoho</a></li>
</ul>
<hr>
<h2 style="text-align: justify">Import2 information and resources<a name="import2-information-and-resources"></a></h2>
<p style="text-align: justify">When importing data from another CRM via Import2, it’s important to note the following:</p>
<ul>
 <li>Import2 offers a free migration of up to 1,000,000 records and paid migrations for larger databases. A <a href="https://www.import2.com/glossary" target="_blank" rel="noreferrer noopener">record</a> in Import2 refers to a single item in your database or row in a CSV file.</li>
 <li>The Import2 import function is available for both trialing and paying Pipedrive accounts</li>
 <li>Import2 supports multiple import sessions per Pipedrive account</li>
</ul>
<p style="text-align: justify">If you have questions about your import, you can <a href="mailto:help@import2.com">contact Import2</a> directly via live chat on their website.</p>
<p style="text-align: justify"><strong>Resources</strong></p>
<ul>
 <li>Import2 has created a <a href="https://www.youtube.com/watch?v=ViGR8nf1gBk" target="_blank" rel="noreferrer noopener">video tutorial</a> on migrating data from other CRMs to Pipedrive</li>
 <li>You can monitor the status of your migration via <a href="https://appm.import2.com/sign_in" target="_blank" rel="noreferrer noopener">this link</a></li>
</ul>
<figure>
 <iframe width="560" height="315" src="https://www.youtube.com/embed/ViGR8nf1gBk?si=VwL1RmoBXioGo9TV" title="YouTube video player" frameborder="0"></iframe>
</figure>

Migrating data from a previous CRM using Import2

using-the-import2-migration-tool

Using the Import2 migration tool

supported-cr-ms

Supported CRMs

import2-information-and-resources

Import2 information and resources

Import data into Pipedrive efficiently using spreadsheets.

<div class="support-note primary">
<strong>Note:</strong> Importing data into Pipedrive is only available for users with the correct global permission enabled. </div>
<p style="text-align: justify">You can import your data to Pipedrive from XLS, XLSX and CSV spreadsheet files, allowing you to add <a href="https://support.pipedrive.com/hc/en/articles/360001998358-Leads-Inbox" target="_blank" rel="noreferrer noopener">leads</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344265-Deals-What-they-are-and-how-to-add-them" target="_blank" rel="noreferrer noopener">deals</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">organizations</a>, <a href="https://support.pipedrive.com/hc/en/articles/207344305-Contacts-People-and-Organizations-" target="_blank" rel="noreferrer noopener">people</a>, <a href="https://support.pipedrive.com/hc/en/articles/206759569-Products" target="_blank" rel="noreferrer noopener">products</a>, <a href="https://support.pipedrive.com/hc/en/articles/360002748697-How-can-I-add-notes-to-a-deal-or-contact-" target="_blank" rel="noreferrer noopener">notes</a> and <a href="https://support.pipedrive.com/hc/en/articles/207344415-Activities" target="_blank" rel="noreferrer noopener">activities</a> all at the same time.</p>
<p style="text-align: justify">Before getting started, check out our article on <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">how your data is organized in Pipedrive</a> – for example, if you’re importing companies’ data and you want to label them as “organizations”. It’s important to understand how the data you’re importing will fit into the Pipedrive data structure.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/y5HxrbuSNjtq5doAEL5r5U.jpg" alt=""></figure>
<p style="text-align: justify">Download our sample spreadsheet <a href="https://support.pipedrive.com/hc/en/articles/360000582289-Does-Pipedrive-offer-sample-import-spreadsheets-" target="_blank" rel="noreferrer noopener">here</a> for a practice import, check out our <strong>“Get started with the basics” <a href="https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics?ref=kb_article" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a></strong> for detailed assistance, or visit our <strong><a href="https://app.livestorm.co/pipedrive/how-to-import-your-data?type=detailed" target="_blank" rel="noreferrer noopener">weekly webinar</a></strong> for an in-depth visual guide.</p>
<p style="text-align: justify">You can also read more about CRM data import and export in <a href="https://www.pipedrive.com/features/data-import-export" target="_blank" rel="noreferrer noopener">this post</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="getting-ready-for-an-import"></a>Getting ready for an import</h2>
<p style="text-align: justify">Before you import, consider the data you’re adding to Pipedrive and format your spreadsheet accordingly. </p>
<ul>
<li>Are you trying to import a list of contacts (people and organizations?)</li>
<li>Do you want to import contacts and create an open deal for each one?</li>
<li>Do you want to import contacts, open deals, and create activities for those deals?</li>
<li>Do you want to import contacts, open deals with activities, and attach notes?</li>
<li>Or open new deals for contacts that already exist in Pipedrive?</li></ul>
<p style="text-align: justify">Some spreadsheet formatting tips: </p>
<ul>
<li><strong>Separate tabs on spreadsheets –</strong> If your spreadsheet has more than one tab containing data – a multiple offer spreadsheet, for example – make sure to select the correct tab you wish to import.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%20on%202024-08-01%20at%2013-13-35.png" alt=""></figure>
<ul>
<li><strong>Spreadsheet size limit –</strong> There is no maximum limit on the number of spreadsheet columns, but the maximum file size is 50MB, with a limit of 50,000 rows per spreadsheet.</li>
</ul>
<h2 style="text-align: justify"> </h2>
<hr>
<h2 style="text-align: justify">
<a name="mandatory-fields"></a>Mandatory fields</h2>
<p style="text-align: justify">When importing data to Pipedrive from a spreadsheet, include the mandatory fields for each item. Each mandatory field needs a separate column in your spreadsheet mapped to the corresponding field in Pipedrive.</p>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> If you don’t import your data with mandatory fields, it will create no items and a <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" rel="noreferrer noopener">skip file</a> will be generated. </div>
<table>
<tbody>
<tr>
<td><div style="text-align: center"><strong>To import</strong></div></td>
<td><div style="text-align: center"><strong>You need these mandatory fields</strong></div></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Leads</strong></div></td>
<td><ul>
<li>Lead title</li>
<li>Person name OR organization name</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Deals</strong></div></td>
<td><ul>
<li>Any deal field</li>
<li>Person name OR organization name</li>
<li>(deal title recommended)</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>People</strong></div></td>
<td><ul>
<li>Person name </li>
</ul>
<div class="support-note primary">
<strong>Note:</strong> Email and phone are recommended for avoiding duplicates </div></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Organization</strong></div></td>
<td><ul>
<li>Organization name</li>
</ul>
<div class="support-note primary">
<strong>Note:</strong> Address is recommended for avoiding duplicates </div></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Products</strong></div></td>
<td><ul>
<li>Product name</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Notes</strong></div></td>
<td><ul>
<li>Content </li>
<li>Deal, contact, OR lead information</li>
</ul></td>
</tr>
<tr>
<td><div style="text-align: center"><strong>Activities</strong></div></td>
<td><ul>
<li>Any activity field</li>
</ul></td>
</tr>
</tbody>
</table>
<p style="text-align: justify">You can read more about mandatory fields for importing in <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" rel="noreferrer noopener">this article</a>. </p>
<hr>
<h2 style="text-align: justify">
<a name="custom-fields"></a>Custom fields </h2>
<p style="text-align: justify">If your spreadsheet has data for leads, deals or contacts that isn’t covered by default fields, add a custom field before importing so your data has somewhere to be mapped. </p>
<p style="text-align: justify">For example, “job title” is not a default field in Pipedrive. To include this information in your import, create a custom person field and map the spreadsheet column to the newly created field. We recommend a text or single-option field.</p>
<p style="text-align: justify">You can also create custom fields during the mapping stage of your import. Learn more about custom fields in <a href="https://support.pipedrive.com/hc/en/articles/207228075" target="_blank" rel="noreferrer noopener">this article</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-08-01%20at%2014.27.48.png" alt=""></figure>
<h2 style="text-align: justify"> </h2>
<hr>
<h2 style="text-align: justify">
<a name="initiating-your-import"></a>Initiating your import</h2>
<h3 style="text-align: justify">Step 1: Upload your file<a name="step-1-upload-your-file"></a></h3>
<p style="text-align: justify">Go to <strong>“...”</strong><strong> (More) &gt; Import data &gt; </strong><a href="https://app.pipedrive.com/settings/import/history" target="_blank" rel="noreferrer noopener">Import from spreadsheet</a>. Click on <strong>“</strong><strong>Get started” </strong>and select the file you intend to import. Pipedrive supports Excel (.xls and .xlsx) and .csv files.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Get%20started%20with%20importing%20from%20a%20spreadsheet.png" alt="Import data from a spreadsheet"></figure>
<h3 style="text-align: justify">Step 2: Mapping<a name="step-2-mapping"></a></h3>
<p style="text-align: justify">To import your data to Pipedrive, map each column in your spreadsheet to the relevant icon and field in the mapping step. When you hover the mouse over the data fields and click on the info icon, you can read additional details about each field to see what type of data it refers to in Pipedrive, the field type (text, number, phone, etc.), and its data import guidelines.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Extra%20info%20on%20data%20fields.png" alt="Data field additional details"></figure>
<p style="text-align: justify">The Pipedrive data fields on the right are sorted by relevance, but you can change the sorting to alphabetical by clicking on <strong>“Sort fields”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Sort%20fields%20options.png" alt="Sort fields option"></figure>
<p style="text-align: justify">The auto-recognition feature will automatically match the column header to the fields in Pipedrive. Any unrecognized fields must be dragged from the Pipedrive fields (right) to their appropriate spreadsheet columns (left). Use the search bar to find Pipedrive field names more easily. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-08-01%20at%2014-22-58.gif" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can learn more about mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" rel="noreferrer noopener">this article</a> or advanced mapping in <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" rel="noreferrer noopener">this article</a>. </div>
<p>Once you’re finished mapping, click <strong>“Next.”</strong><strong><br></strong></p>
<h3>Step 3: Preview and finish<a name="step-3-preview-and-finish"></a></h3>
<p style="text-align: justify">This page previews your data after the import. We recommend navigating through the data tabs to validate the import.<br></p>
<div style="text-align: justify" class="support-note success primary">Note: On the preview page, you’ll see that the deal title is automatically generated using either the person’s name or the organization name. If a person’s name is blank but the email is available, Pipedrive will try to extract a name from their email address.</div>
<p><br>Once you’ve validated your import, click <strong>“Next.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-08-01%20at%2014-38-37.gif" alt=""></figure>
<p style="text-align: justify">In the next window, choose what to do if duplicates are found in your spreadsheet. If Pipedrive detects a duplicate record in your spreadsheet or Pipedrive data, it will consolidate this into one entry.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.49.28.png" width="574" height="369" alt=""></figure>
<p>You can learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<p>When everything looks good, click <strong>“Start import”.</strong></p>
<hr>
<h2 style="text-align: justify">
<a name="after-your-import"></a>After your import </h2>
<p style="text-align: justify">After your import, you’ll see a confirmation page with an overview of the imported data. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/import%20finish.png" alt=""></figure>
<h3 style="text-align: justify">What is a “skip file”?<a name="what-is-a-skip-file"></a></h3>
<p style="text-align: justify">Any items imported incorrectly are put together in a <strong>s</strong><strong>kip file</strong>, which includes the row where the complication occurred and the reason why.</p>
<p style="text-align: justify">For example, if you import a list of people and don’t include a mandatory field (e.g., person name), that row of information will be skipped. Pipedrive will then take that row and organize it in a skip file.</p>
<p style="text-align: justify">You can download the <strong>skip file</strong> at any time to review these errors and make the needed changes directly in the spreadsheet, then import the <strong>skip File</strong> into Pipedrive to complete your import. This ensures all of your data makes it into the system.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.33.43.png" alt=""></figure>
<p style="text-align: justify"><br>Your skip file will look like this:<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/spreadsheet%202.png" alt=""></figure>
<p style="text-align: justify">Wondering, “Why was my import data skipped?” Learn more about it in <a href="https://support.pipedrive.com/hc/en/articles/360014067837" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2 style="text-align: justify">
<a name="how-do-i-revert-an-import"></a>How do I revert an import?</h2>
<div class="support-note primary">
<strong>Note: </strong>Only global admin users can revert imports.</div>
<p style="text-align: justify">A spreadsheet import can be reverted within 48 hours of its initial import with the <strong>revert</strong> button provided in your <strong>import history</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.54.43.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If the <strong>revert</strong> button is unavailable, <a href="https://support.pipedrive.com/hc/en/articles/115005875565" target="_blank" rel="noreferrer noopener">let our support team know</a> and they’ll assist you.<strong><a href="https://app.livestorm.co/pipedrive/how-to-import-your-data?type=detailed" target="_blank" rel="noreferrer noopener"></a></strong> </div>

Importing data into Pipedrive with spreadsheets

getting-ready-for-an-import

Getting ready for an import

mandatory-fields

Mandatory fields

custom-fields

Custom fields

initiating-your-import

step-1-upload-your-file

Step 1: Upload your file

step-2-mapping

Step 2: Mapping

step-3-preview-and-finish

Step 3: Preview and finish

Initiating your import

after-your-import

what-is-a-skip-file

What is a “skip file”?

After your import

how-do-i-revert-an-import

How do I revert an import?

<p style="text-align: justify">When importing deals into Pipedrive, it’s essential to ensure that each deal ends up in the correct <strong>pipeline</strong> and <strong>stage</strong>, especially if your team uses multiple pipelines or customized sales processes.</p>
<p style="text-align: justify">Pipedrive gives you several flexible options for handling this during import. You can choose the best method depending on whether you‘re importing from a specific pipeline view, starting from the Import data tool, or working with deals that belong in different pipelines or stages.</p>
<p style="text-align: justify">No matter your workflow, it’s quick to set everything up, whether you want to import all deals to a single location or distribute them across multiple stages and pipelines.</p>
<div style="text-align: justify" class="support-note primary">
<strong>Note:</strong> This action is only available to admin or regular users with the <strong>import items</strong> permission enabled. To learn more about importing data from a spreadsheet, <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">check out this article first</a>.</div>
<hr>
<h2>Start from the pipeline or stage<a name="start-from-the-pipeline-or-stage"></a></h2>
<p style="text-align: justify">If you already know to which pipeline or stage the deals belong, you can begin the import process directly from that location in Pipedrive.</p>
<p style="text-align: justify">To import deals directly to a <strong>pipeline</strong>:</p>
<ul><li dir="ltr"><p dir="ltr">Navigate to the desired pipeline</p></li><li dir="ltr"><p dir="ltr">Click the <strong>“+ Deal”</strong> dropdown</p></li></ul>
<p style="text-align: justify">Select <strong>“Import deals to this pipeline”</strong><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Import%20deals%20to%20this%20pipeline.png" alt="Import deals to this pipeline"></figure>
<p style="text-align: justify">To import deals directly to a <strong>stage</strong>:</p>
<ul><li dir="ltr"><p style="text-align: justify">Hover over the specific stage title in the desired pipeline</p></li><li dir="ltr"><p dir="ltr">Click the <strong>“...”</strong></p></li></ul>
<p style="text-align: justify">Choose <strong>“Import deals to this stage”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Import%20deals%20to%20this%20stage.png" alt="Import deals to this stage"></figure>
<p style="text-align: justify">Both options take you to the <strong>“Select what you’d like to import”</strong> screen, where the deals category is preselected.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Select%20what%20you%27d%20like%20to%20import.png" alt="Select what you'd like to import"></figure>
<p style="text-align: justify">From there, you only need to upload the file you want to import and map its data fields to Pipedrive’s. <a href="https://support.pipedrive.com/article/importing-mapping-your-fields" target="_blank" rel="noreferrer noopener">This article</a> provides more in-depth information on mapping data fields.</p>
<p>This can be useful when batch editing deals, as it lets you quickly import multiple deals into the pipeline or stage you’re working on.</p>
<div style="text-align: justify" dir="ltr" class="support-note success primary"><strong>Note:</strong> Currently, this import method is only available for the first import during the user’s onboarding on a trial account.<br></div>
<hr>
<h2 style="text-align: justify">Selecting the pipeline stage during preview<a name="selecting-the-pipeline-stage-during-preview"></a></h2>
<p style="text-align: justify">Before importing a spreadsheet with deal information into Pipedrive, you can specify in a separate spreadsheet column to which stage the imported deals will go in your pipeline.</p>
<p style="text-align: justify">This way, you can associate deal information with the <strong>“Stage”</strong> option during your import and determine which pipeline the deal goes into if you have multiple ones.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Stage%20column%20in%20spreadsheet.png" alt="Stages in imported spreadsheets"></figure>
<p style="text-align: justify">After specifying a <strong>“Stage”</strong> column in your spreadsheet, this information will appear on the import preview screen. You can still adjust the pipeline and the stage to which you import deals.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Selecting%20stage%20during%20preview.png" alt="Selecting stage during preview"></figure>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> Changing the <strong>“Stage (Pipeline)”</strong> option during the preview will affect all imported items, not just the ones shown on screen.</div>
<hr>
<h2>Manually setting the pipeline stage during import<a name="manually-setting-the-pipeline-stage-during-import"></a></h2>
<p style="text-align: justify">If you haven’t specified the stages in your spreadsheet, you can manually add this information during the preview by clicking on <strong>“More fields” &gt; “Stage (Pipeline)”</strong> and selecting the desired pipeline.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/More%20fields%20to%20select%20Stage%20%28Pipeline%29.png" alt="Select stage in preview"></figure>
<p style="text-align: justify">You don’t need to worry about matching the names of your stages or specifying the name of the pipeline you’re importing into. Instead, once you select <strong>“Stage”</strong> during your import, Pipedrive will present you with a list of all your stages across all your pipelines.</p>
<p style="text-align: justify">You can then drag-and-drop the names in your spreadsheet to the appropriate stages in Pipedrive.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-24%20at%2018-08-36%20%281%29.gif" alt=""></figure>
<p style="text-align: justify">It’s as simple as that.</p>

Importing deals into a specific stage or pipeline

start-from-the-pipeline-or-stage

Start from the pipeline or stage

selecting-the-pipeline-stage-during-preview

Selecting the pipeline stage during preview

manually-setting-the-pipeline-stage-during-import

Manually setting the pipeline stage during import

<p dir="ltr" style="text-align: justify">There is always a chance that you may have contacts with the same name (e.g., John Smith). For this reason, whenever you run an import in Pipedrive, you will be given the option to recognize and merge duplicates together. You can also choose to bypass this merging step if you prefer to create multiple records.</p>
<figure style="margin:0px 0px 1em;padding:0px;border:0px;font-style:normal;font-weight:400;font-size:16px;line-height:inherit;"><img src="https://lh3.googleusercontent.com/oBMETNOjD7BGJucbYe7No4gHn-UhgqfY0AJ9TqGFj8ZrZDNqdruN5xaSKsb5iV1clyiBQkcL1pUQjiplkqfL0ESnFzE73nZwNf26wWiF6qQvly1IO8-wy2eK3Hj0PdfOpAYvZ9fP" width="624" height="208" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> If you are concerned with duplicates for contacts that already exist in your Pipedrive account, you may be interested in the Merge Duplicates feature. Learn more about that feature in <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p dir="ltr" style="text-align: justify"><br>If you are not sure which one is right for you, it can be helpful to understand how Pipedrive searches for duplicates and how it handles them in <a href="https://support.pipedrive.com/article/how-does-the-merge-duplicates-feature-identify-duplicates-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">Deals<a name="deals"></a></h2>
<p dir="ltr" style="text-align: justify">Given that the nature of sales is that you may have multiple deals with the same name, there is no duplicate identifier for deals in Pipedrive. This means that if you import more than one deal with the same name, those deals will not be considered duplicates and all of them will be imported.</p>
<hr>
<h2 style="text-align: justify">People<a name="people"></a></h2>
<p dir="ltr" style="text-align: justify">Once a Person's name has been recognized in the import, Pipedrive will look for the following information to determine if there is a duplicate record:<br></p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Person - Organization</strong></p></li><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Person - Phone</strong></p></li><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Person - Email</strong></p></li></ul>
<p dir="ltr" style="text-align: justify">If Pipedrive finds that ANY of those three fields matches another person within the Pipedrive database or the import file, it will merge them together and add any new data included in the import.<span style="color: rgb(149,55,52)"></span><br></p>
<hr>
<h2 style="text-align: justify">Organizations<a name="organizations"></a></h2>
<p dir="ltr" style="text-align: justify">Once an organization's name has been recognized in the import, Pipedrive will look for the following information to determine if there is a duplicate record:<br></p>
<ul><li dir="ltr"><p dir="ltr" style="text-align: justify"><strong>Organization - Address</strong></p></li></ul>
<p dir="ltr" style="text-align: justify">You can have organizations with the same name as long as you always specify the address field. If the address matches any existing organization in your Pipedrive database or import file, it will merge the organizations and add any new information included in the import.<span style="color: rgb(149,55,52)"></span><br></p>
<hr>
<h2 style="text-align: justify">Examples<a name="examples"></a></h2>
<p dir="ltr" style="text-align: justify"><strong>Merging data</strong></p>
<p dir="ltr" style="text-align: justify">Let’s say you import this list of people and all have the same name. In this example, you would eventually end up with two Jon Snows, because matching criteria was found in three of the same rows.<br></p>
<figure style="margin:0px 0px 1em;padding:0px;border:0px;font-style:normal;font-weight:400;font-size:16px;line-height:inherit;"><img src="https://kb-cms.pipedriveassets.com/Spreadsheet_duplicates.png" alt=""></figure>
<p dir="ltr" style="text-align: justify"><span style="color: rgb(149,55,52)"><br></span><strong>Matching criteria:</strong></p>
<p dir="ltr" style="text-align: justify">1. Jon Snow in row 1 is created.</p>
<p style="text-align: justify">2. Pipedrive recognizes “Jon Snow” in row 2 and checks for a matching <strong>organization</strong>, <strong>phone</strong> and/or <strong>email</strong>. It then realizes the <strong>person - name</strong> and <strong>organization - name</strong> are the same in row 2 as they were in row 1 and therefore does not create 2 Jon Snows. Instead, it maps row 2’s unique phone number onto the same phone number created in row 1.</p>
<p style="text-align: justify">3. Pipedrive recognizes “Jon Snow” in row 3 and checks for matching <strong>organization - name</strong>, <strong>person - phone</strong> and <strong>person - email</strong>. It then finds that the <strong>person - email</strong> is the same as in row 1 and therefore does not create an additional Jon Snow. Instead, it adds the new Phone number to row 1’s record, as well as updates row 3's <strong>organization - name</strong> with “The Wall”.</p>
<p style="text-align: justify">4. Pipedrive recognizes “Jon Snow” in row 4 but this time finds no matching <strong>organization - name</strong>, <strong>person - phone</strong>, or <strong>person - email</strong> to the existing Jon Snow. It, therefore, creates a second Jon Snow with this unique phone number and email address.<span style="color: rgb(149,55,52)"></span><span style="color: rgb(149,55,52)"><br></span></p>
<figure style="margin:0px 0px 1em;padding:0px;border:0px;font-style:normal;font-weight:400;font-size:16px;line-height:inherit;"><img src="https://kb-cms.pipedriveassets.com/merged_duplicates_import.png" alt=""></figure>
<figure><img src="https://kb-cms.pipedriveassets.com/contacts_after_import.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Creating multiple records<a name="creating-multiple-records"></a></h2>
<p dir="ltr" style="text-align: justify">As mentioned at the beginning of this article, you are able to select the option to bypass the merging step. The option to create multiple records could be useful in scenarios when you would like each user to have their own copy of those contacts to work with. It is important to keep in mind that each contact created can have only one owner linked to it.<br></p>
<figure style="margin:0px 0px 1em;padding:0px;border:0px;font-style:normal;font-weight:400;font-size:16px;line-height:inherit;"><img src="https://kb-cms.pipedriveassets.com/import_spreadsheet.png" alt=""></figure>
<p style="text-align: justify">Please note that creating multiple records could create a cluttered database. If you want more than one user linked to a contact, you can create one single item and add the other users as <a href="https://support.pipedrive.com/en/article/followers">followers</a>. By doing this, the owner and followers will have visibility of this item and will be able to work on it, without the need of creating multiple records.<span style="color: rgb(149,55,52)"></span><br></p>

How to avoid duplicates during an import?

people

People

organizations

Organizations

examples

Examples

creating-multiple-records

Creating multiple records

<p style="text-align: justify">When importing in Pipedrive, some fields can be trickier to map to your spreadsheet depending on how the fields are set up. Multiple option, address and phone type fields all require an extra step in order for them to be mapped correctly. </p>
<p style="text-align: justify">To understand our basic mapping functionality, <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" rel="noreferrer noopener">read this article</a>, or for more general information on importing data to Pipedrive, please <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">read this article</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="mapping-multiple-option-fields"></a>Mapping multiple option fields</h2>
<div class="support-note primary">
<strong>Note:</strong> To map a multiple-option field, you must first ensure that the multiple-option type custom field is already created in your Pipedrive account. <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">This article</a> explains custom fields.</div>
<p style="text-align: justify">To import a multiple-option field, you need to map it an extra step. When you have mapped the field itself (<strong>“Group Number”</strong> in the example below), click on it to expand and see the individual mapping of each field option from your spreadsheet.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-27%20at%2011-00-01.gif" alt=""></figure>
<p style="text-align: justify">Check to see if the options from your spreadsheet have been mapped correctly to the custom field options in Pipedrive. If they weren't mapped correctly, click and drag the correct options to their corresponding options from the spreadsheet.</p>
<hr>
<h2 style="text-align: justify">
<a name="mapping-addresses"></a>Mapping addresses</h2>
<p style="text-align: justify">There are two possible ways to include addresses in your spreadsheet when importing an organization's address field or an address type custom field.<strong><br></strong></p>
<div class="support-note warning"><strong>Note: </strong>We recommend to choose only one of the following methods. Using both may cause errors during the import.</div>
<h3 style="text-align: justify">Address fields in separate columns<a name="address-fields-in-separate-columns"></a></h3>
<p style="text-align: justify">When creating your spreadsheet, you can add your address with the different address fields separated into different columns.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.33.13.png" alt="Screenshot_2020-09-24_at_11.33.13.png" width="977" height="208"></figure>
<p style="text-align: justify">Then, when mapping your fields, you can select the individual address fields from Pipedrive and match them with the fields in your spreadsheet.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-27%20at%2011-09-58.gif" alt=""></figure>
<h3 style="text-align: justify">Address in one field<a name="address-in-one-field"></a></h3>
<p style="text-align: justify">Alternatively, you can add your address to one field, separating your items with a comma.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-24_at_11.53.01.png" alt="Screenshot_2020-09-24_at_11.53.01.png" width="400" height="174"></figure>
<p style="text-align: justify">In this case, you can map the general <strong>address </strong>field to your spreadsheet column.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:581px;max-width:581px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-26%20at%2016.47.48.png" width="581" height="150" alt=""></figure>
<div style="text-align: justify" class="support-note warning"><strong>Note:</strong> Pipedrive will attempt to geolocate your addresses using <a href="https://developers.google.com/maps/documentation/geolocation/overview" target="_blank" rel="noreferrer noopener">Google’s Geolocation API</a>. Please be aware that not all addresses may be geolocated.</div>
<p style="text-align: justify">Learn more about how Google addresses should be formatted <a href="https://support.google.com/business/answer/3038177?hl=en" target="_blank" rel="noreferrer noopener">here</a>. When addresses are geolocated in Pipedrive, they’ll appear in our <strong><a href="https://support.pipedrive.com/hc/en/articles/360003981917--Show-on-Map-feature-" target="_blank" rel="noreferrer noopener">Show on Map</a> </strong>feature.</p>
<hr>
<h2 style="text-align: justify">
<a name="mapping-phone-numbers"></a> Mapping phone numbers</h2>
<p style="text-align: justify">When importing your contact's phone number, you have the option to select the phone label you want to map to Pipedrive. If you have multiple phone numbers for a contact, you can map the <strong>phone </strong>field multiple times.</p>
<p style="text-align: justify">For example, if you would like to import contacts with a personal mobile phone number as well as a work phone, you can do so by adding the numbers in separate columns.</p>
<figure><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-01_at_10.36.36.png" alt="Screenshot_2020-10-01_at_10.36.36.png"></strong></figure>
<p style="text-align: justify">When mapping, you can click and drag the <strong>phone </strong>field multiple times. Once it has been mapped, click on the <strong>pencil icon </strong>to assign a label to that phone number type.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-26%20at%2017-04-17.gif" alt=""></figure>
<p style="text-align: justify">You can choose to label your phone numbers as <strong>Work</strong>, <strong>Home</strong>, <strong>Mobile</strong>, or <strong>Other</strong>.</p>
<hr>
<h2 style="text-align: justify">Mapping multiple notes<a name="mapping-multiple-notes"></a></h2>
<p style="text-align: justify">When importing data, you can map the “note content” field to multiple columns in your spreadsheet. This allows you to simultaneously add multiple notes to the same deal or contact.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202025-04-28%20at%2012-53-24.gif" alt="Mapping multiple notes"></figure>
<p style="text-align: justify">Each mapped column will create a separate note linked to the deal or contact, helping you organize and capture more detailed information during the import.</p>

Importing: advanced mapping

mapping-multiple-option-fields

Mapping multiple option fields

mapping-addresses

address-fields-in-separate-columns

Address fields in separate columns

address-in-one-field

Address in one field

Mapping addresses

mapping-phone-numbers

Mapping phone numbers

mapping-multiple-notes

Mapping multiple notes

Learn about the data fields available for use when importing.

<div class="support-note success primary"><strong>Note: </strong>For an in-depth guide to spreadsheet importing, check out <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">When you’re importing spreadsheets into Pipedrive, it’s important to know which fields are available for you to move your spreadsheet data into. </p>
<hr>
<h2 style="text-align: justify">Starting your import<a name="starting-your-import"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>If you don‘t have a spreadsheet to work from, we provide sample spreadsheets that you can access on <a href="https://support.pipedrive.com/article/importing-sample-import-spreadsheets" target="_blank" rel="noreferrer noopener">this page. </a></div>
<p style="text-align: justify">To initiate a spreadsheet import, go to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/import/history" target="_blank" rel="noreferrer noopener">Import data</a> &gt; Import from spreadsheet. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Import%20data%20from%20spreadsheet.png" alt="Import data from a spreadsheet"></figure>
<p><strong><br></strong></p>
<hr>
<h2 style="text-align: justify">How fields are organized<a name="how-fields-are-organized"></a></h2>
<p style="text-align: justify">In the import window, seven data categories represent your available field types. </p>
<ul><li>Person</li><li>Organization</li><li>Lead</li><li>Deal</li><li>Activity</li><li>Note</li><li>Product</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.07.40.png" alt=""></figure>
<p style="text-align: justify">In each field type category, the fields are sorted by relevance (including custom fields), but you can change the sorting to alphabetical if you prefer by clicking on the <strong>“Sort fields by”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Sort%20fields%20options.png" alt="Sort field options"></figure>
<hr>
<h2 style="text-align: justify">Default fields <a name="default-fields"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Project data can‘t be imported currently.<br></div>
<p style="text-align: justify">For <strong>leads, deals, </strong><strong>people, organizations </strong>and<strong> products</strong>, the available default fields for import can be found in the <strong><a href="https://app.pipedrive.com/settings/fields" target="_blank" rel="noreferrer noopener">data fields</a></strong> section of your settings under each category.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.24.26.png" alt=""></figure>
<p style="text-align: justify">When you hover the mouse over the Pipedrive data field types and click on the info icon, you can read helpful extra details about each field, such as the field type and its data import guidelines.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Data%20import%20guidelines.png" alt="Data field extra info"></figure>
<p style="text-align: justify"><strong><br></strong></p>
<p style="text-align: justify"><strong>Activities and notes</strong></p>
<p style="text-align: justify">Activities don‘t appear in the data fields section of your account, but you can see the available import fields in the import mapping screen. <br></p>
<p style="text-align: justify"><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.27.4.png" alt=""></figure>
<p style="text-align: justify"><br><br>Note fields can also be found in the import mapping screen. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2026.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Custom fields <a name="custom-fields"></a></h2>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>Activities and notes don’t have custom fields available. For more information about custom fields, check out <a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p style="text-align: justify">In addition to default fields, custom fields can be mapped when importing data into your Pipedrive account. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.12.6.png" alt=""></figure>
<p style="text-align: justify"><strong>Formula fields</strong></p>
<div class="support-note success primary"><strong>Note: </strong>For more information about formula fields, check out <a href="https://support.pipedrive.com/article/custom-fields-formula-fields" target="_blank" rel="noreferrer noopener">this page. </a><br></div>
<p style="text-align: justify">You can import values using formula fields, and have the calculations performed during the import. </p>
<p style="text-align: justify">In this example, the <strong>number of clients</strong> field has a formula of <strong>deal value + 10</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/import%20fields%208.jpg" alt=""></figure>
<p style="text-align: justify">In the imported document, there is a column for deal value (10) and a column called <strong>numerical field</strong>, representing the <strong>number of clients. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.54.49.png" alt=""></figure>
<p><strong><br></strong>After the import, the deal value of <strong>10 </strong>can be seen, as well as the number of clients being <strong>20</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2016.58.08.png" alt=""></figure>

Import fields

starting-your-import

Starting your import

how-fields-are-organized

How fields are organized

default-fields

Default fields

<p style="text-align: justify">If there were items in your spreadsheet that were not imported correctly, Pipedrive will put together a <strong>skip file</strong>, which includes the row where the complication occurred and the reason why.</p>
<p style="text-align: justify">You can download the <strong>skip file</strong> at any time to review the information on your import. </p>
<p style="text-align: justify">This article goes through errors when importing and skip files only. You can find more general information on how to import data to Pipedrive <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">in this article</a>.</p>
<hr>
<h2 style="text-align: justify">
<a name="viewing-your-skip-file"></a>Viewing your skip file</h2>
<p style="text-align: justify">To access your skip file, go to "<strong>...</strong>"<strong> (more)</strong> on your left side navigation <strong>&gt; </strong><strong><a href="/settings/import">Import data</a></strong>, select <strong>"Import History"</strong> click the "<strong>Details</strong>" option next to one of your completed imports. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.25.29.png" alt=""></figure>
<p style="text-align: justify"><br>Then, you'll see a breakdown of the imported and skipped items and will be able to click the "<strong>Download skip file</strong>" button. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.33.43.png" alt=""></figure>
<p style="text-align: justify"><br>When you open your skip file, you will find the reason why the item in your spreadsheet was skipped under the <strong>skip reason </strong>column. In the additional rows, you will see the data you attempted to import into Pipedrive in their original format. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-07_at_16.26.09.png" alt="Screenshot_2020-10-07_at_16.26.09.png" width="1106" height="98"></figure>
<hr>
<h2 style="text-align: justify">
<a name="reasons-your-file-skipped"></a>Reasons your file skipped</h2>
<p style="text-align: justify">The most common reasons are provided below, so that you may know how to adjust your spreadsheet in order to successfully import all of your data into Pipedrive on your next attempt.</p>
<ul>
<li>
<strong>Deal title must be given<br></strong>There are cases when the deal title could not be autogenerated. The person or organization is not mapped and the deal title is missing.<br><br>
</li>
<li>
<strong>Name must be given</strong><br>When adding a person, you must always add a name column to your spreadsheet.<br><br>
</li>
<li>
<strong>Organization name must be given</strong><br>An organization name field must always be added when importing an organization.<br><br>
</li>
<li>
<strong>Deal not found</strong><br>This happens when you map the Pipedrive System ID, but this ID does not exist for a deal in Pipedrive.<br><br>
</li>
<li>
<strong>Person not found</strong><br>This happens when you map the Pipedrive System ID, but this ID does not exist for a person in Pipedrive.<br><br>
</li>
<li>
<strong>Organization not found</strong><br>This happens when you map the Pipedrive System ID, but this ID does not exist for an organization in Pipedrive.<br><br>
</li>
<li>
<strong>Please provide valid currency</strong><br>Currencies are often used when importing the value of a deal and must be denoted without using their special character symbol. For example, USD and EUR would be correct but $ and € would not be.<br><br>
</li>
<li>
<strong>Unauthorized access</strong><br>The URL for the import data page was provided to a user who is not authorized to import data into the account. Since only admin users or regular users with permission are authorized to import data within Pipedrive, the import is rejected. <br><br>
</li>
<li>
<strong>ID must be an integer</strong><br>When importing an ID field in Pipedrive, the content of that mapped field can only be an integer. If any text is in that field – for example, “EX1234” – then that import will fail.</li>
</ul><ul><li><strong>Deal/lead over the limit<br></strong>If you reach your <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">usage limits</a>, the deals and leads that can’t be added to your account will be added to the skip file.</li></ul>
<hr>
<h2 style="text-align: justify">
<a name="other-importing-errors"></a>Other importing errors</h2>
<p style="text-align: justify"><strong>Mapping errors</strong></p>
<p style="text-align: justify">When mapping your import, Pipedrive will show errors if you are leaving out required fields, and you will not be able to proceed with the import. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2018.41.24.png" alt=""></figure>
<p style="text-align: justify">If you see errors like this, you will need to include the required fields in your spreadsheet. We also provide articles on <a href="https://support.pipedrive.com/hc/en/articles/360013406278" target="_blank" rel="noreferrer noopener">mapping your import</a>, <a href="https://support.pipedrive.com/hc/en/articles/360013870858" target="_blank" rel="noreferrer noopener">mandatory fields</a> and <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" rel="noreferrer noopener">advanced mapping</a> to assist you.</p>
<p style="text-align: justify"><strong><br>Bad request</strong> <br>Sometimes, there may be some internal error within the import function in Pipedrive. In this case, we recommend you double-check your spreadsheet and mapping and retry the import. If this issue persists, we suggest <a href="https://support.pipedrive.com/hc/en/articles/115005875565-How-can-I-contact-Pipedrive-Support-" target="_blank" rel="noreferrer noopener">reaching out to our support team</a> for assistance.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-10-09_at_15.34.35.png" alt="Screenshot_2020-10-09_at_15.34.35.png" width="1068" height="174"></figure>

Importing: errors and skip files

viewing-your-skip-file

Viewing your skip file

reasons-your-file-skipped

Reasons your file skipped

other-importing-errors

Other importing errors

<p style="text-align: justify">When importing data to Pipedrive from a spreadsheet, it's important to include the fields that are mandatory for each item to be imported successfully. This article takes you through which fields are mandatory for importing.</p>
<p style="text-align: justify">If you would like more general information on how to import data to Pipedrive, you can <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">read this article</a>.</p>
<div class="support-note primary">
<strong>Note:</strong> If you don't import your data with the mandatory fields, no items will be created and a skip file will be generated.</div>
<hr>
<h2 style="text-align: justify">
<a name="leads"></a>Leads</h2>
<p style="text-align: justify">Every lead in Pipedrive needs to have either a contact person or organization linked to it. To import a lead, you will need the <strong>l</strong><strong>ead title</strong> and <strong>one</strong> of the following in your spreadsheet: </p>
<ul>
<li><strong>Person name</strong></li>
<li><strong>Organization name</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-09-30_at_5.17.34_PM.png" alt="Screen_Shot_2020-09-30_at_5.17.34_PM.png" width="401" height="206"></figure>
<div class="support-note primary">
<strong>Note:</strong> If your contact names are in one column (as shown above), use the <strong>person name</strong> field when mapping your import. If the names are separated by first and last name into separate columns, map the <strong>first name</strong> and <strong>last name</strong> fields in Pipedrive. </div>
<p style="text-align: justify">When mapping your import, you will have to map your spreadsheet columns to the Pipedrive data fields. Once the import is complete, your leads will be automatically linked to your contacts.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2014.49.32.png" alt=""></figure>
<p style="text-align: justify"><strong>What other fields can I include with my leads import?</strong></p>
<p style="text-align: justify">You can also import a <strong>note</strong> or <strong>owner </strong>along with your leads. </p>
<hr>
<h2 style="text-align: justify">
<a name="deals"></a>Deals</h2>
<p style="text-align: justify">Similar to leads, every deal in Pipedrive needs to have either a contact person or organization linked to it. To import a deal, you will need to add at least <strong>one</strong> deal field and any of the following in your spreadsheet:</p>
<ul>
<li><strong>Person name</strong></li>
<li><strong>Organization name</strong></li></ul>
<p style="text-align: justify">We recommend including the <strong>deal title</strong> field, but it’s not mandatory. If you don’t include a deal title, the deal will automatically take the name of the contact that it is imported with. </p>
<figure><strong><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_7.01.56_PM.png" alt="Screen_Shot_2020-10-06_at_7.01.56_PM.png" width="400" height="144"></strong></figure>

<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2014.56.05.png" alt=""></figure>
<p style="text-align: justify"><strong><br></strong><strong>What other fields can I include with my deals import?</strong></p>
<p style="text-align: justify">You can also include the following deal fields:</p>
<ul>
<li><strong>Owner</strong></li>
<li><strong>Stage</strong></li>
<li><strong>Value</strong></li>
<li><strong>Expected close date</strong></li>
<li><strong>Any custom fields</strong></li>
</ul>
<p style="text-align: justify">If you are importing a historic deal or a deal that has already been closed, you can use the following fields:</p>
<ul>
<li><strong>Won time</strong></li>
<li><strong>Lost time</strong></li>
<li>
<strong>Status</strong></li>
</ul>
<div class="support-note primary"><strong>Note:</strong> To import a deal, you don't necessarily need to have a deal title in your spreadsheet. If you want to create deals for each person or organization, you just need to create an empty column in your spreadsheet for the deal titles. Make sure this empty column is mapped to the <strong>Deal-Title</strong> field.</div>
<p>When imported, the deal's titles will automatically take the name of the organization. If there is no organization, it will take the name of the contact person. </p>
<hr>
<h2 style="text-align: justify">
<a name="contacts-people-and-organizations"></a>Contacts: people and organizations </h2>
<p style="text-align: justify">When importing people or organizations, only the <strong>name</strong> is mandatory for successful contact creation. However, it is recommended to add more fields to better identify your contact and avoid duplications from being created. Learn more about how Pipedrive detects duplicates during importing in <a href="https://support.pipedrive.com/hc/en/articles/208048865" target="_blank" rel="noreferrer noopener">this article</a>. </p>
<p style="text-align: justify">For people, add the following to prevent duplicates from being created:</p>
<ul>
<li><strong>email address</strong></li>
<li><strong>Phone number</strong></li></ul>
<p style="text-align: justify">For organizations, include the following to prevent duplicates from being created:</p>
<ul>
<li><strong>Address</strong></li></ul>
<p style="text-align: justify">Organizations and people can be created separately, but we recommend importing them together to automatically link them. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-05_at_2.53.27_PM.png" alt="Screen_Shot_2020-10-05_at_2.53.27_PM.png"></figure>

<div class="support-note primary"><strong><br></strong></div><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2015.31.56.png" alt=""></figure><div class="support-note primary">
<strong>Note:</strong> Red in the above images represents a mandatory field. </div>
<hr>
<h2 style="text-align: justify">
<a name="products"></a>Products </h2>
<p style="text-align: justify">To import a product, you will just need the <strong>product</strong> <strong>name</strong> in your spreadsheet. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-08_at_11.29.57_PM.png" alt="Screen_Shot_2020-10-08_at_11.29.57_PM.png" width="400" height="225"></figure>

<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2015.39.48.png" alt=""></figure>
<p style="text-align: justify"><strong><br></strong><strong><br></strong><strong><br>What other fields can I include with my product import?</strong></p>
<p style="text-align: justify">You can also include other product fields such as <strong>price</strong>, <strong>currency</strong>, <strong>description</strong> and any <strong>custom fields</strong>.<br></p>
<div class="support-note primary">
<strong>Note:</strong> Currently it is not possible to link products to deals through an import. You can only link a product to a deal when your data has already been imported into Pipedrive. </div>
<hr>
<h2 style="text-align: justify">
<a name="notes"></a>Notes</h2>
<p style="text-align: justify">Notes can be added under deals, people, organizations, activities and leads, and cannot exist by themselves. When importing a note, you have to also include information of one of the following (and their mandatory fields):</p>
<ul>
<li><strong>Organization</strong></li>
<li><strong>Person</strong></li>
<li><strong>Deal</strong></li>
<li><strong>Lead</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.33.42_PM.png" alt="Screen_Shot_2020-10-06_at_8.33.42_PM.png" width="501" height="204"></figure>
<p style="text-align: justify"><strong>What are other note fields I can include?</strong></p>
<p style="text-align: justify">You can add the following fields for notes:</p>
<ul>
<li><strong>Note creation date</strong></li>
<li><strong>Note update date</strong></li>
</ul>
<hr>
<h2 style="text-align: justify">
<a name="activity"></a>Activity</h2>
<p style="text-align: justify">For the time being, activities don't have any mandatory fields. However, it is recommended to include information such as the <strong>subject</strong>, <strong>due date</strong>, <strong>type </strong>and<strong> </strong><strong>assigned to user</strong>, as well as any linked deals, leads, or contacts. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen_Shot_2020-10-06_at_8.47.10_PM.png" alt="Screen_Shot_2020-10-06_at_8.47.10_PM.png" width="399" height="113"></figure><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2015.48.13.png" alt=""></figure>

<p style="text-align: justify"> If your activity has already been completed, you can include the following historical fields:<strong><br></strong></p>
<ul>
<li><strong>Done time</strong></li>
<li>
<strong>Marked as done</strong> <strong>time </strong>
</li>
</ul>

Importing: mandatory fields

contacts-people-and-organizations

Contacts: people and organizations

notes

Notes

activity

Activity

<p style="text-align: justify">In order for you to <a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import your data</a> to Pipedrive correctly, you will need to map your spreadsheet columns to fields in Pipedrive. This way you can make sure that your contact people, organizations, deals, activities, notes, products, or leads are all imported correctly with their relevant data.</p>
<hr>
<h2 style="text-align: justify">
<a name="item-icons"></a>Item icons</h2>
<p style="text-align: justify">In order to import your data to Pipedrive correctly, you will need to map each field with the relevant icons for your items to import. Each item type is represented by an item icon when importing.</p>
<p style="text-align: justify">For example, all of your people-related fields have to be mapped to fields under the "<strong>Person</strong>" item icon in order for them to show up properly linked to your people contacts.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-23%20at%2016.15.40.png" alt=""></figure>
<ul>
<li><strong>Person type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-23%20at%2016.24.05.png" alt=""></figure>
<ul><li><strong>Organization type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2013.17.58.png" alt=""></strong></figure>
<ul><li><strong>Lead type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2013.20.45.png" alt=""></strong></figure>
<ul><li>
<strong>Deal type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2013.26.26.png" alt=""></figure>
<ul><li>
<strong>Activity type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-23%20at%2016.40.59.png" alt=""></strong></figure>
<ul><li>
<strong>Note type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-23%20at%2016.43.23.png" alt=""></strong></figure>
<ul><li>
<strong>Product type fields</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-23%20at%2017.32.46.png" alt=""></figure>
<p><br>Click on the icons to select the correct type of fields when mapping.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-24%20at%2012-51-29.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">
<a name="mapping-your-fields"></a>Mapping your fields</h2>
<div class="support-note primary">
<strong>Note: </strong>Not all of your fields will be mapped automatically, so you will need to map some fields manually. It is always recommended to double-check your mapping before moving to the next step to prevent any incorrect mapping. </div>
<p style="text-align: justify"><br>Once you have your spreadsheet set up and imported, you can then begin mapping your fields. Below you can see a sample from a spreadsheet.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot_2020-09-16_at_14.58.31.png" alt="Screenshot_2020-09-16_at_14.58.31.png" width="1058" height="204"></figure>
<p style="text-align: justify"><br><br>When mapping, select the icon of the field type you wish to map. Then click and drag that field to the left-hand side of the page and match it to your <strong>spreadsheet columns</strong>. You will see the data from the first row of your import, so you can check that spreadsheet is read correctly by Pipedrive.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202024-09-24%20at%2014-37-21.gif" alt=""></figure>

<p style="text-align: justify">You can find more information on advanced mapping, such as mapping multiple option fields <a href="https://support.pipedrive.com/hc/en/articles/360013450177" target="_blank" rel="noreferrer noopener">in this article.</a></p>

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